2013 Annual Report

BACOA
Endow m e nt
To commemorate our 25th anniversary in 2010, BACOA established an endowment fund to ensure long-term
continuation of services to seniors, family caregivers and the community. Three generous donors created a
challenge grant of $75,000, with the provision that it be matched by donations during the anniversary year.
That challenge was met and exceeded during 2010-2011 . We thank those who have given and who continue
to give to create a secure future for BACOA. The following donors have contributed or pledged to the fund:
Challenge Grant Donors
Kimberly Duchossois
Jody Paine
Frederica Smith Pederson
$25,000+
Anonymous, in honor
ÿ of Pamela McCord
Diane and Norval Stephens
$10,000-$24,999
Rosemarie and Thomas Mitchell
Betty Reed
Linda and David Sheppard
$5,000-$9,999
Annette and James Baird
Dee and Mark Beaubien
Clare and Harry Logue
Bank of America Charitable
ÿFoundation
Paine Family Foundation
$1,000-$2,499
Pam and Thomas Frech
Claire and Eric Leininger
Pamela McCord
Joyce Palmquist and
ÿ Douglas Saylor
Mary and John Williams
$2,500-$4,999
Barrington Bank & Trust
Anonymous
Donna and Michale Konie
Julie and Charles Parsons
Meg and George Peirce
Cathy Schulze and Denny Coll
Below $1,000 or other gifts
Allstate Giving Campaign
Amy Bash
BMO Harris Bank
Carol Beese
Elizabeth Bodie-Gross and
ÿ David Gross
Sylvia and Les Boeder
Jan and Thomas Broadfoot
PARTN E R S
Becky Budinger
Colleen Clare and
ÿ Larry Ginsberg
Trust of Marie Durigan
Susan Grossinger and
ÿ John Brodersen
Jill and Erik Hawkins
Nancy and Ron Hamelberg
Elizabeth and Robert Koch
Peer Lykke and Janet Agnoletti
Morgan Stanley Matching Gifts
Kathleen Morno and
ÿ Romarez Moody
Connie and Thomas Schofield
Barbara and Richard Tomasello
Charlene and James Wilson
Mary Irene Wheeler
Lois Wollney
In December, we worked with the Barrington
Police Department to make winter a little safer
for seniors with free car safety checks. Mechanics
from Marquardt of Barrington conducted the
inspections and gave participants a written
checklist if their cars needed further attention.
No one loves income tax time, but AARP
volunteers put in countless hours every year to
make the process a little more bearable. In 2012,
229 seniors had their taxes done in our offices.
Caroling preschoolers from the Children’s
Preschool Workshop helped to make the season
bright at BACOA’s holiday luncheon.
In C ari n g
Partners in Caring is a partnership of donors dedicated to supporting the Barrington Area Council on Aging’s
mission to serve seniors, family caregivers and the community. All support is deeply appreciated by the Board
of Directors, Advisory Board and staff. Gifts listed were received from April 1, 2012 through March 31, 2013.
Every effort has been made to ensure that this list is accurate. If your name has been omitted, misspelled, or
misplaced, we apologize. Matching gift contributions are recognized by company name at the match level.
Please contact BACOA with any questions or corrections.
Legacy Society
Honors individuals who include BACOA in
their estate plans.
Nancy S. Blakeslee
Marie Durigan
Helen Merchut
Robert Winkenbach
Partners Circle of Care: $25,000+
Barrington Area United Way
The Duchossois Family Foundation
Richard A. Perritt Charitable Foundation
Benefactor: $10,000-$24,999
Advocate Good Shepherd Hospital
Barrington Township
Cuba Township
Russell and Josephine Kott
Memorial Charitable Trust
Mrs. Frederica Smith Pederson*
Stephenson Family Foundation
Patron: $5,000-$9,999
Alden Estates of Barrington
Dr. and Mrs. James Baird*
The Grace Bersted Foundation
The Garlands of Barrington
Ms. Amy Graves*
Mr. and Mrs. Charles Parsons*
Pepper Family Foundation
Rice Family Foundation
St. Anne Catholic Church - Project Hope
Platinum Partner: $2,500-$4,999
BMO Harris Bank
Barrington Area Community Foundation
Barrington Bank and Trust
Barrington Junior Women’s Club
Mrs. Dee Beaubien*
George M. Eisenberg Foundation
ÿ for Charities
*Member of Keystone Circle Monthly Giving Program
Mr. and Mrs. Michale J. Konie*
Mr. and Mrs. Harry Logue*
McGonigal’s Pub
Mr. and Mrs. Thomas Mitchell*
Ms. Jody L. Paine*
Paine Family Foundation
PwC
The Rhoades Foundation
Senior Health Insurance Program
Mr. and Mrs. Norval Stephens
Village of Lake Barrington
Gold Partner: $1,000-$2,499
Barrington United Methodist Church
Barrington Village Association
Mr. and Mrs. Jim Bramsen
Ms. Debra Buettner
Color My World Travel
Community Church of Barrington
Mrs. Dorothy Connolly
Eastgate Manor of Algonquin
Hader Charitable Foundation
Mr. and Mrs. Eric Leininger
Ms. Pamela A. McCord
Dr. Kathleen Morno and Mr. Romarez Moody*
Mrs. Susan Norton*
Mr. and Mrs. Richard Oberdorf
Ms. Joyce Palmquist and Mr. Douglas Saylor*
Paul Galvin Memorial Foundation Trust
Mr. and Mrs. George Peirce*
Mr. and Mrs. James Reddy
Mrs. Betty Reed
Mr. and Mrs. Thomas Schofield*
Share A Smile
Mr. and Mrs. David Sheppard
St. Michael’s Episcopal Church
Mrs. Diane Tyrpin*
Ms. Lois Wollney
Village of Barrington
Whitehall North LLC
Women’s Club of Inverness
Silver Partner: $500-$999
AgeOptions
Ms. Carol Beese
Ms. Colleen Clare and Mr. Larry Ginsberg
Cooper’s Pizza
Mr. and Mrs. John Gillett
Grassroots
Ms. Susan Grossinger and
ÿ Mr. John Brodersen*
Mr. and Mrs. Jonathan Hamill
Mr. and Mrs. Thomas Hirsh
Mr. and Mrs. William Howarth
Mr. and Mrs. Sean Joyce
Mr. and Mrs. Lew Lawton
Mr. and Mrs. William M. Lee
Mr. and Mrs. Nick Lemperis
Mr. and Mrs. Gary L. Lowmiller
Mr. Peer Lykke*
Ms. Cara O’Hara
Prestigious Home Builders
Mr. and Mrs. Gilbert Reich
Mr. and Mrs. Dick Resseguie*
Mr. and Mrs. Bill Robb
Ruth’s Chris Steak House
Silverado Senior Living
Mr. and Mrs. Richard Tomasello
Mr. and Mrs. Curtis Verschoor
Mr. and Mrs. John Williams
Wine Discount Center
Bronze Partner: $250-$499
Accelerated Rehabilitation Centers
Dr. and Mrs. Thomas Allaway D.D.S.
Autumn Leaves
Bank of America United Way Campaign
Mary Beth and Bob Benedict
Mr. and Mrs. David Gross
Borst, Day & Associates
Mr. Donald Bouseman
Mr. and Mrs. Tom Broadfoot*
Ms. Becky Budinger*
Mr. and Mrs. William Buecking
Dr. Walter Dalitsch Jr.
Mr. and Mrs. Gene Dawson
Diamond Tours Inc.
Ms. Christine Evans
Mr. and Mrs. James Fitzgerald
Fund Inc.*
Mr. and Mrs. Ronald Hamelberg*
Dr. and Mrs. Richard Hogan
Mrs. Sally Kilham
Mr. and Mrs. Mark D. Kolar
Mr. William M. Lee Jr.
Nate and Lisa Lewis
The Honorable Maureen McIntyre
McGraw Foundation
Mr. and Mrs. Robert Miseyka
Mr. and Mrs. Michael Moorman
Mr. Frank Morgan
Ms. Judith Musschoot
Mr. and Mrs. Gerald G. Nadig
Mr. and Mrs. Jim Nechleba
Mr. and Mrs. Thomas Olcese
Mr. and Mrs. Lloyd Palmer
Mr. and Mrs. Nolan Pike
The Presbyterian Church of Barrington
Rotary Breakfast Club
Rotary Club of Barrington
Ms. Belle Rossman
Ms. Cathy Schulze and Mr. Denny Coll*
Mr. and Mrs. Lee Sheridan
Sunrise Senior Living
Mr. and Mrs. Tom Tisbo
Mr and Mrs. Floyd Yager
Mr. George J. Yapp
Partner: $100-$249
ADT Security Services, Inc.
Mr. and Mrs. Carmen Abbatemarco
Accountants Plus*
Mr. and Mrs. Lowell Ackmann
Mrs. Jacqueline Allen
Mrs. Joyce Allen
Mrs. Susan J. Allen
Barrington Horizon
Barrington Print & Copy
Ms. Barbara Bartels
Mr. Paul R. Berlin
Mr. William Bey
Marjorie Beyers
Mr and Mrs. Matt Blue
Dr. and Mrs. Robert Bond
Mr. Rich Bowman*
Bread Basket Restaurant
Ms. Dierdre Butz
Mrs. Betty Captain
Dr. Young Chung and Ms. Kristen Beyer
Mr. and Mrs. Joseph Connelly
Ms. Kathleen M. Connolly and
ÿ Mr. John Van Dyck
Mr. Douglas Corson
Mr. and Mrs. Oliver Cotter
Mr. Jon Coughlin
Ms. Terri Dalenta
Mr. Michael D’Angelo
Mr. and Mrs. Douglas Darch
Ms. Colleen Davies
Dr. Edward DeYoung
Mr. and Mrs. Maurice Dorr
Ms. Jane Eftax
Ehrhardt’s Trailer Sales, Inc.
First Church of Christ Scientist
Ms. Beverly Fisher
Mrs. Louise Flannery
Mr. and Mrs. Alexander Forrest
Mr. David Fredin
Mrs. Alita Freitag
Georgio’s Chicago Pizzeria & Pub
Mr. and Mrs. John T. Golitz
Mr. and Mrs. Robert B. Griffin
Mr. John Haniotes
Ms. Mary Lou Hansen
H. Russel Hart
Mr. and Mrs. Jerry Hayden
Mr. and Mrs. Richard Hicks
Ms. Sarah Hoban and Mr. Mitch Walker
Mr. and Mrs. Gus Horschke
Ms. Doris Hoyne
Mrs. Diane Hunter
Ms. Jeri Jakopin
Mr. and Mrs. Gilbert Kamm
Mr. and Mrs. Mark Karney
Kim and Linda Kemper
Mr. Arthur D. Kinney Jr.
Mr. and Mrs. Robert Koch*
Mr. and Mrs. Ron Lindquist
Ms. Katherine Logue
Ms. Melinda Lomas
Mr. and Mrs. Edwin Ludtke
Mr. and Mrs. Ted Lyjak
Ms. Joan MacIver
Mrs. Eva Magnus
Mr. and Mrs. Raymond McGovern
Ms. Elizabeth McGrath and Mr. Nick Bizony*
Ms. Carol McGregor
Ms. Kathy McLamore
MIDA Holdings
Ms. Patricia Migalski
Mr. Charles Milett and Dr. Shirley Conibear
Mr. and Mrs. Stevenson Mountsier
Mrs. Marian Mulligan
Ms. Beth Nielsen
Mr. and Mrs. Roger D. Odle
Mr. and Mrs. Robert Oliver
Mrs. Jane O’Neill
Mr. and Mrs. Peter Ori
Ms. Mary Pahlke
Mr. and Mrs. James Pajakowski
Mrs. Karen Pfeifer
Pinstripes
Mr. and Mrs. Frank Poggio
Mr. and Mrs. Richard Poje
Mr. and Mrs. Alan Quarfoot
Darcy Rich
Mr. and Mrs. Todd Rieke
Mr. Don Ruhter
Mr. and Mrs. Jack Schaefer
Mr. Byron A. Schneider
Mrs. Esther Schultz
Ms. Lucette Shellenback
Ms. Bhagwant Sidhu
Mr. and Mrs. Don Sidman
Mr. and Mrs. William Springer
St. Anne Women’s Club
St. Matthew Lutheran Church
St. Paul United Church of Christ
Dr. and Mrs. Chris M. Stephenson
Mr. and Mrs. George Stevens
Mrs. Nancy Suria
Mrs. Joy Sweet
Mr. and Mrs. Wayne H. Tegeder
Mr and Mrs. Don Thompson
Mr. and Mrs. Harry Tichnor
Mr. and Mrs. Rob Tschurtz
Ms. Susan Tubbs
Mr. and Mrs. Todd VanderVeen
Ms. Michele Vergoth
Suzann Morno-Wade
Mrs. Barbara Wallner
Katherine Walter Living Trust
Ms. Dede Wamberg
Mr. John Wardrope
Ms. Nadine Warner
Mr. and Mrs. Robert Warren
Mr. and Mrs. Rick Weaver
Mr. Ted West
Ms. Irene Wheeler
Mr. and Mrs. Nicholas J. Willmott
Mr. and Mrs. Ambrose Witczak
Mr. and Mrs. Joseph Wynne
Ms. Kathleen Wytmar
Mr. and Mrs. James Zaremba
Corporate Matching
AptarGroup Charitable Foundation
Illinois Tool Works Foundation
Kirkland & Ellis Foundation
Allstate Giving Campaign*
In memory of Evelyn Ames
Ms. Judy Wooderson
In memory of Ruth Anderson
The James Reddy Family
In memory of Miriam Lykke
AgeOptions
Mrs. Dee Beaubien
Ms. Marilynn Bright
Clare & Clare, Attorneys at Law
Ms. Lucille Grieco
Mr. and Mrs. Ronald Hamelberg
Mrs. Gertrude Hausbach
IPC Group Purchasing
Mr. and Mrs. Robert Miseyka
Mr. and Mrs. Thomas Mitchell
Ms. Joyce Palmquist
and Mr. Douglas Saylor
Mrs. Frederica Smith Pederson
Dr. and Mrs. Gerald Sapp
Mr. and Mrs. Mark Schlossberg
Mr. and Mrs. Ted Tonneman
In honor of Pam McCord’s birthday
Mrs. Joan Dehnert
Mrs. Kay Griffith
Ms. Sharon R. Hamilton
Mrs. Karen Jensen
Mrs. Susan Maher
Ms. Pamela A. McCord
Ms. Lana Miller
Mrs. Lynn Rice
Ms. Cathy Schulze
Mr. and Mrs. Larry Wendt
Ms. Kathy Whitt
In honor of Jody Paine
Ms. Christine Evans
In honor of Ned Paine’s 90th birthday
Ms. Beverly Duke
In memory of Nina Palmquist
Mr. John Palmquist
Ms. Joyce Palmquist
and Mr. Douglas Saylor
In memory of Keith Pederson
Ms. Joyce Palmquist
and Mr. Douglas Saylor
In memory of Helene Pomeroy
Ms. Joyce Palmquist
and Mr. Douglas Saylor
In memory of Patricia Roberg
Barrington Horizon
Ms. Dove Chapman
Mr. Lance Dailey
Ms. Irene Dittmer
Ms. Lisa Eden
Ms. Lynne Hanna
Ms. Andrea Krakora
Mr. Hong Kyu Pak
Ms. Carol Palarz
In memory of Edna West
Mr. Don Ruther
Gifts in Kind
ABS Associates, Inc.
Ruth Abbate
Amore Mio Trattoria
AthletiCo
Barn Nursery
Barrington Animal Hospital
Barrington Fire Department
Ben E. Salon and Spa
Blue Man Group Chicago
Val Bongiovanni
Carol Buckley
Chessie’s Restaurant
Chico’s
Ciao Baby! Restaurant
Clarke’s Bakery and Deli
Cooper’s Pizza
Couture Cupcake
Destination Fitness
Egg Harbor Cafe Management Company
Heiges
Heinen’s
IPic Theaters
Joseph Hall Enterprises, Inc.
Kyriaki Restaurant
Marquardt of Barrington
M. Belle Pies
Makray Memorial Golf Club
Marriott Theatre
The Mena Family
Metropolis Performing Arts Center
MoeBakes
Ms. Penny Kazmier
Pinstripes
Pistil & Vine
Pizza Factory
Punkin Knits
Raue Center for the Arts
Sanctuary Salon and Spa
Savvy Spirit/Savvy Casual
Shoreline Sightseeing
Stillman Nature Center
Studio One Eleven Salon & Day Spa
Supreme Cuisine
SweetPea Cakes
Richard Tomasello
Unleash the Power
of Your Age
A N N U A L R E P O R T • F I S C A L 2 013
Barrington Area Council on Aging, Inc.
Serving seniors, family caregivers, and the community
6 0 0 0 GA R L A N D S L A N E • S U I T E 10 0
B A R R I N GTO N , I L L I N O I S 6 0 010 • ( 8 4 7 ) 3 81 - 5 0 3 0
w w w. b a c o a . o r g
L ETTE R
F ro m The P r e si de nt
How BACOA Serves
No one ever wants to give power away—do they?
Actually, we do. We want seniors to know their own power—to feel strong and independent. To share
their knowledge and experience. To remain vital and active in our community.
Sometimes that’s easy for BACOA to help with. We can offer a class in healthy aging. Or volunteer
opportunities. Or a weekly lunch where seniors can catch up with friends old and new.
During Fiscal Year 2013, we helped
1200 people
Other times, feeling powerful can be a little more difficult, and BACOA helps there, too. A home-delivered meal, a detangled insurance question, some guidance on a caregiving issue, or even a friendly
shoulder to lean on—they all make a big difference in how well you can take on the challenges of
growing older.
The best way we know to enhance the power of older adults is to give them the tools they need to
remain vital and engaged. Some of it is serious, some of it is fun, some of it is just hard work. But the
results are always worth it.
BACOA’S
ÿBOARD OF DIRECTORS
Sue Grossinger
shared their challenges—and their strength—in our
support & education groups
Lea de r s h i p
YOUTH BOARD
Wade Balsamo
Carol Beese
Joelle Gross
Elizabeth Bodie-Gross
Rachel Gross
Sylvia Boeder
Julie Hemsley
Robert Bruns
Matthew Kuhn
Jody Paine
Dominique Buttitta
Grace Mitchell
ÿSecretary
Kim Duchossois
Emily Schaffer
Julie Parsons
ÿ
1st Vice President
Meg Peirce
ÿ
2nd Vice President
Bob Koch
ÿTreasurer
Dr. James Wilson
Ronald Hamelberg
Peer Lykke
STAFF
Pam McCord
Joyce Palmquist
ÿ
Executive Director
Dr. James Baird
Bob Miseyka
Linda Avellon
Amy Bash
Freddie Smith Pederson
ÿ
Tom Broadfoot
Cathy Schulze
Kitti Quarfoot
Becky Budinger
Dave Sheppard
Amy Graves
Diane Stephens
Sarah Hoban
Mike Konie
Barbara Tomasello
ÿ
Harry Logue
Cyndi Zurawski
ÿ
Past President
ÿ
ÿ
Program Coordinator
learned how to take better care of their parents, improved their flexibility,
and started making long-term plans after attending one of our
frail elders received services
that helped them stay independent
and
safe in their homes
490 seniors
had their taxes done, received help with
benefits questions or signed up for Medicare D
Seniors
44
homebound older adults
received 3,799 hot, healthy lunches through
Meals with Wheels
630 callers
received information on aging services and concerns
BACOA’s 2012 Senior Hall of Fame featured community residents who have made their mark in
government, conservation, volunteerism, the arts, nonprofits, and more.
United Way Government - Local Government - State
Contributions & Grants
Program Revenue
Fundraising Events
Special Events
Interest Income
Investment gains/losses
Other Income
Net Assets Released from Restriction
REVENUE FY 2013
59,076
44,900
11,634
121,677
37,024
106,271
13,652
10,272
0
112
15,191
United Way Government - Local
Government - State Contributions & Grants
Program Revenue
Fundraising Events
Special Events
Interest Income
Investment gains/losses
Other Income
Net Assets Released from Restriction
Total$419,809
Less: Costs of direct benefits to donors
39,471
Total
Less: Costs of direct
benefits to donors
Total Revenue$380,338 Total Revenue
Sue McNamara
Dr. Kathleen Morno
Bonnie Scherkenbach
ÿ
Social Services
Social Services
Diane Vos Hansen
ÿ
47,896
40,900
5,703
179,773
33,398
128,653
9,875
434
2,288
209
0
$449,129
34,129
$415,000
EXPENSES FY 2012
EXPENSES FY 2013
Administration
Administration
Salaries & Benefits
79,598
Salaries & Benefits
Occupancy
1
Occupancy
General Expenses
41,249
General Expenses
Fundraising
43,253Fundraising
Depreciation
2,927 Depreciation
Programs & Services
Programs & Services
Salaries & Benefits
169,146
Salaries & Benefits
General Expenses
33,096
General Expenses
Programs & Services
48,787
Programs & Services
Depreciation
5,436Depreciation
58,893
550
38,072
44,391
2,500
$144,406
166,545
45,090
48,072
7,500
Sub-Total Programs$256,465
Sub-Total Programs & Services$267,207
Total Expenses$423,493
Total Expenses$411,613
Operating revenue over expenses $-43,155
Operating revenue over expenses$3,386
Community organizations generously share
their talents and time for BACOA’s programs.
Last summer, the group Share a Smile presented a program on Indian culture and arts
for the weekly lunch program; the group also
helps deliver Meals with Wheels.
Communications and
ÿDevelopment
ÿ
Connie Schofield
Barrington-area residents
REVENUE FY 2012
Administration and
Volunteer Management
Rosemarie Mitchell
Dick Resseguie
More than 150
Su m m a r y
Sub-Total Administration$167,028
Sub-Total Administration
ADVISORY BOARD
Dee Beaubien
ÿPresident
82
Family Caregivers
207 family caregivers
President, BACOA Board of Directors April 2013
seniors saw a show, had lunch with friends
or toured Chicago through our trips and
activities programs
community education programs and classes
Our community helps, too, by sharing its skills, its resources; and its enthusiasm. This support has
powered us for 28 years, and we are grateful for it. And always happy to pass the power along.
Susan Grossinger
143
Community
FI NAN C IAL
Social Services
Taking care of an older relative can be lonely and frustrating. Our “Powerful Tools for Caregivers”
class gives caregivers practical advice on taking better care of their loved one—as well as taking
better care of themselves.
Unleash the Power
of Your Age
(Cover) Sally O’Brien is among the participants in BACOA’s “Matter of Balance” class, that
teaches technique for improving balance.